Standard Chartered Money Insights

Daniel discusses our upgrade of Gold to overweight, and how it can help investors to hedge against macro uncertainties Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In the first part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how we view the macroeconomic backdrop today, why we would stay SAFE ( S ecuring yield, A llocating to long-term value, F ortify against further surprises and E xpanding beyond the traditional) and where our views have changed within this framework since the start of the year. Speakers: Steve Brice, Chief Investmen...

Daniel discusses how the proposal from a prominent Chinese internet company, to split its companies into different units, may fuel fresh interest in the Chinese internet sector as a whole.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how technology sector has been ‘benefitting’ from the volatility in the financial sector, especially in the US, and what potential opportunities in the technology sector investors should be watching out for. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the state of the US economy and how it influences the direction of the USD  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how the USD has been weakening due to differing rate expectations from the Fed and the markets, and how this creates investment opportunities.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about how to interpret the message from the Fed and other major central banks, how we’d approach exposure to the financial sector and why discipline is increasingly important when considering funding currencies.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commod...

Daniel discusses the FOMC outcome overnight, and how investors may consider positioning their portfolio. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the issues surrounding a special class of junior bonds issued mainly by European banks (the so-called AT1s) and the prospects for US and European financial institutions. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the issues that US Financials face, and why investors may get long-term investment opportunities in the “Mega-Large Cap” in the sector.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the upcoming FOMC meeting, the Fed’s desire to control inflation, the balancing act with financial stability and how investors should be positioned.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Fook Hien about whether recent events in the financial sector could be a canary in the coalmine, our thoughts on opportunities and risks in the financial sector and why recent market events feed well into our SAFE theme   Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commod...

In this special podcast, Steve talks about the recent challenges in the US/Europe banking sector and what it means for central bank policy, the global economy and the investment outlook.  Speaker: Steve Brice,  Chief Investment Officer, Standard Chartered Bank You may view the report here , or on our Market views on-the-go page. For more of our latest market insights, visit Market views on-the-go...

Daniel discusses which areas in Chinese equities are interesting, and potential developments after the National People’s Congress. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the multiple pressure points in the US – the woes in the banking sector, the latest consumer price data showing continued inflationary pressures, and why Gold looks interesting. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the repercussions from the fall-out in the Californian bank, and why it complicates the already-tough situation that the FOMC is navigating.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the big moves on Friday across different assets class – a confluence of non-fam payroll, issues with Californian financial institution, and the build up of volatility-linked products. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Raymond about whether the outcome of China’s National People Congress (NPC) is consistent with our view on Asian equities, what Powell’s testimony means for income assets and the USD and what we’d suggest US technology sector investors do today.   Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed I...

We all want to pick stocks like Warren Buffett, but we know this is harder than it sounds. In this podcast, Steve talks about the potential pitfalls to avoid, the best way to approach this challenging endeavour as well as how to deal with bragging friends.  Speaker: Steve Brice,  Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go...

 In today’s edition of Through the Noise Special podcast, Audrey speaks to Hannah and Qi Xiu about the recent update to the CIO capital market assumptions and what this means for investors’ long-term portfolios.  Speakers: Goh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy,  Standard Chartered Bank Chew, Hannah, Portfolio Strategist, Standard Chartered Bank Tay, Qi Xiu, Investme...

Daniel discusses the confluence of important factors from the equity derivatives markets, pension funds funding and the hawkish Fed narrative, and what that means to volatility and your portfolio. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses our educated guess of the timing of a potential US recession, and why is the timing important for investors. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .  

Daniel discusses clues from existing macro numbers, how they may influence the upcoming US NFP number, and how investors may position themselves ahead of the number.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how the strong rebound in the Hang Seng Index last week maybe part of a technical rebound, and highlight levels where investors may aim to buy the index.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks with Rajat about what recent data means for the chances of a US recession, why we’d fade the rally in US/European equities in favour of income assets and what to expect from China’s NPC policy meeting.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy,...